Happy New Year! I thought I would help you start the new year right with even more tips. The Vision Tips & Tricks session is typically one of the most attended sessions at Insight. It is attended by beginners, intermediates, and experts who are all looking for easy to remember nuggets of information to unlock the power of Vision.
Added in version 7.1, you can search and view any vendor or employee expense payment in Vision. Project managers can use the app to determine if a payment has been made to a consultant working on their project. The application was updated in version 7.2 to allow multiple row selection so you can send or re-send electronic payment remittances.
Do you have a Vision tip or trick to share? Please email me to share yours. I’m always on the lookout for new tips & tricks to share. You can also request to be added to our client advisory council space on Kona. This space is used to share tips and tricks, as well as provide feedback on features and applications we are developing.